SMSF & Trusts

Can an Unlicensed Accountant Prepare an Investment Strategy?

The Australian Securities and Investment Commission ASIC states the following in relation to unlicensed accountant completing an investment strategy for the Trustee of a Fund. For full details on unlicensed accountants and SMSF exemptions:  ASIC Guide on the Accountant's Exemption.

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Please be advised this is general information only, and is not to be taken as legal advice. If you would like more information, or have a legal query, please contact Abbott & Mourly directly.
Reviewed: 17/01/2024